


Email Management
Support with database management, client follow-ups, and maintaining referral programs.
social media engagement
Onboarding Agents
Schedule showings & manage calendars
Respond to inquiries via email or text
Appointment confirmations & reminders
Follow-up with leads & past clients
Basic CRM data entry and updates
CRM management (KVCore, Follow Up Boss,Lofty, Close, etc.)
Calendar & inbox organization
Task and project management setup (Trello, Asana, ClickUp)
Email Management
Support with database management, client follow-ups, and maintaining referral programs.
social media engagement
Onboarding agents
Schedule showings & manage calendars
Respond to inquiries via email or text
Appointment confirmations & reminders
Follow-up with leads & past clients
Basic CRM data entry and updates
CRM management (KVCore, Follow Up Boss,Lofty, Close, etc.)
Calendar & inbox organization
Task and project management setup (Trello, Asana, ClickUp)
Find quick answers to common questions about our services, policies, and support.
• Confirmation of systems, tools, and logins you are currently using
• Setting clear goals for the first 30 days
• Discussion of new systems or tools to explore (if any)
• Guidance on opening any required new accounts
Your Virtual Expert will work directly with the team lead or one assistant assigned as their main point of contact. This ensures clear communication and accountability. YTCG supports clients across Canada and the U.S., accommodating different time zones.
Virtual Experts are available Monday to Friday, 9:00 AM – 6:00 PM EST (convertible to all Canadian and U.S. time zones). Your preferred hours will be finalized during onboarding.
Your VE will set up dedicated Zoom meetings as needed through YTCG’s Zoom ID. Meetings can be arranged daily, weekly, or as required depending on your package and workflow.
All communication with your VE will be conducted through:
•Zoom meetings (created and scheduled by YTCG Virtual Experts)
•Slack channels (for ongoing task updates and messaging)
Other methods (e.g., texts, calls, or personal messaging apps) are not permitted to ensure accountability, security, and proper task tracking.
Success calls are typically scheduled on Mondays or Thursdays and run for 30 minutes. A weekly Success Manager review calendar will be emailed to you so you can book your Zoom call. You are entitled to 1 call per week for the first 90 days.
Yes. All VEs sign confidentiality agreements and follow strict data security protocols.
No refunds are provided once services have begun.
•20-hour package: 4-month auto-renewal membership
•40-hour package: 6-month auto-renewal membership
Tasks include general administrative, marketing, and operational support. However, Go High Level (GHL) tasks are excluded unless you purchase a separate GHL add-on package membership.
No. Hours must be used in full within the month. Unused hours do not carry over. Hours are logged and reviewed by the VE, YTCG, and the client
•20-hour package: Best for part-time support, light systems setup, or project-based assistance.
•40-hour package: Designed for consistent weekly support, larger project execution, and deeper integration into your business systems.
No. Switching between packages mid-cycle is not permitted due to dedicated VE assignments.
Pausing is not permitted unless approved on a case-by-case basis. Please email [email protected] with the subject line: Pause Request. Approval is not guaranteed. Your assigned VE may not be available upon resumption, and a new setup fee may apply due to membership interruption.
Renewals can be completed through your client portal or by contacting our support team. Instructions will be sent prior to your package expiration.
We cannot guarantee the same VE will be reassigned, but every VE is trained, matched, and fully briefed on your systems and goals to ensure a seamless transition.
• No setup fee for renewals of the same package
• If upgrading to 40 hours after completing a 20-hour package, only 50% of the setup fee applies
